JW
JW

Jerry Whitmire

22 Years of Experience
Alexandria, VA
Broker

Jerry Whitmire is a registered investment advisor at Morgan Stanley, based in Alexandria, VA, with 22 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

333 John Carlyle Street, Suite 650, Alexandria, VA, 22314

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jerry is a partner in Whitmire Siblings, LLC, a family real estate partnership established in 2003. He expects minimal activity in the next five years.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.
February 2006 - June 2009 · 3 yrs 4 mos
Citigroup Global Markets INC.Broker
February 2006 - June 2009 · 3 yrs 4 mos
Legg Mason Wood Walker INC
October 2003 - February 2006 · 2 yrs 4 mos
Legg Mason Wood Walker, IncorporatedBroker
August 2003 - February 2006 · 2 yrs 6 mos
State Registrations35 states
ALAZCACOCTDCDEFLGAHIIDILINKYMAMDMIMNMOMTNCNENJNMNYOHOKORPASCTXUTVAWAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Jerry Whitmire - Financial Advisor | TrueAdvisor